2025-11-14T10:21:19-06:00 2024-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-01-01 203514894 WOMEN'S FUND OF GREATER MILWAUKEE INC WOME 4142907350 316 N MILWAUKEE ST 215 MILWAUKEE WI 532025831 BETH ODIAN CHAIR 4142907350 2025-11-12 1 1 KRISTINE BOERBOOM CPA P01262404 6082744020 2025-11-12 2024 2025-03-06 01:10:19Z LISA ATTONITO 316 N MILWAUKEE ST 215 MILWAUKEE WI 532025831 526727 0 X WOMENSFUNDMKE.ORG X 2005 WI THE WOMEN'S FUND OF GREATER MILWAUKEE HAS A PURPOSE TO ACTIVATE PHILANTHROPY TO ADVANCE EQUITY FOR WOMEN. 21 21 0 60 0 0 389961 519601 0 0 150 143 -17513 -16885 372598 502859 211950 222618 0 0 177077 186070 0 0 75746 171315 178633 560342 587321 -187744 -84462 3456865 3736756 176114 173778 3280751 3562978 X THE MISSION OF THE WOMEN'S FUND OF GREATER MILWAUKEE IS TO ACTIVATE PHILANTHROPY TO ADVANCE EQUITY FOR WOMEN. 0 0 241046 222618 0 GRANTMAKING AND SCHOLARSHIPS - WE ENGAGE IN THE POWER OF COLLECTIVE PHILANTHROPY ACROSS GENERATIONS EXCLUSIVELY ADDRESSING ISSUES THAT IMPACT WOMEN AND GIRLS. OUR FOCUS IS ECONOMIC EMPOWERMENT, LEADERSHIP DEVELOPMENT, AND EDUCATION. AS ONE OF THE LARGEST GRANTING ENTITIES IN WISCONSIN OF OUR KIND, WE PROVIDE ESSENTIAL FUNDING TO AREA NONPROFITS, HER SCHOLARSHIPS TO WOMEN WHO ARE NON-TRADITIONAL STUDENTS, AGE 35 OR OLDER, AND CONVENE THE COMMUNITY AROUND INTERESTING AND IMPORTANT ISSUES THAT IMPACT WOMEN. WE SUPPORT PROGRAMS AND PROJECTS THAT INFLUENCE A CHANGE IN ATTITUDE, BEHAVIOR, AND CULTURE, SO THAT WOMEN AND GIRLS CAN LIVE TO THEIR FULL POTENTIAL. USING THE PROCEEDS OF OUR ENDOWMENT COUPLED WITH FUNDS SECURED FROM THE COMMUNITY, WE SUPPORT SOLUTIONS THAT RESULT IN SUSTAINABLE AND LONG-LASTING TRANSFORMATION FOR OUR COMMUNITY. AS AN ENDOWED FUND, WE HAVE THE FREEDOM TO INVEST IN LONG-LASTING TRANSFORMATION, NON-TRADITIONAL PROGRAMS, WHILE CHALLENGING TRADITIONS TO CREATE INNOVATION. WE ARE RESPONSIVE TO CURRENT COMMUNITY NEEDS AND PRIORITIES. FOUNDED IN 1985, AND ESTABLISHED AS AN INDEPENDENT ORGANIZATION IN 2006, THE WOMEN'S FUND OF GREATER MILWAUKEE DEPENDS ON GIFTS FROM THE COMMUNITY. TODAY WE REMAIN COMMITTED TO ADVANCING EQUITY FOR WOMEN BY OFFERING SUPPORT TO AREA ORGANIZATIONS JUST AS WE'VE DONE FOR MORE THAN 3 DECADES. WE ARE PROUD MEMBERS OF THE WOMEN'S FUNDING NETWORK, AND WISCONSIN PHILANTHROPY NETWORK AND WISCONSIN WOMEN'S FUND ALLIANCE. 160039 0 0 CAPACITY BUILDING - RECOGNIZING THAT CONVENING THE COMMUNITY IS AN IMPORTANT PART OF OUR WORK, THE WOMEN'S FUND ORGANIZES UNIQUE EVENTS THROUGHOUT THE YEAR. EACH IS DESIGNED TO PROVIDE INFORMATION, CONNECT PEOPLE, CREATE CONVERSATIONS AND INSPIRE ACTION. OUR COMMUNITY TALK BACKS ASSEMBLED DIVERSE GROUPS OF PEOPLE AND FACILITATED INTERGENERATIONAL CONVERSATION ABOUT RELEVANT TOPICS TO ADVANCING EQUITY FOR WOMEN. ADDITIONALLY, AN ANNUAL EDUCATIONAL EVENT, THE WOMEN'S FUND PRESENTS, IS HELD EACH FALL AND FEATURES A KEYNOTE ADDRESS OR PANEL PRESENTATION. THE EVENT PROCEEDS SUPPORT THE ACTIVITIES OF THE FUND. 401085 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X LISA ATTONITO 4142907350 316 N MILWAUKEE ST STE 215 MILWAUKEE WI 532025831 MONICA SHAH-DAVIDSON CHAIR 1.00 X X 0 0 0 BETH ODIAN VICE CHAIR 1.00 X X 0 0 0 DANILA DANESI TREASURER 1.00 X X 0 0 0 UMA VANDERGRIFT SECRETARY 1.00 X X 0 0 0 JERRI WASHINGTON DIRECTOR 1.00 X 0 0 0 NICOLE HORVATH DIRECTOR 1.00 X 0 0 0 ALEXANDRIA STAUBACH DIRECTOR 1.00 X 0 0 0 NANCY PETERSON DIRECTOR 1.00 X 0 0 0 GILLIAN LESTER-GEORGE DE MONTESINOS DIRECTOR 1.00 X 0 0 0 CHERIE HARRIS DIRECTOR 1.00 X 0 0 0 JUDI ANDRADE DIRECTOR 1.00 X 0 0 0 MELISSA MCCORD DIRECTOR 1.00 X 0 0 0 SANGEETA EDWIN DIRECTOR 1.00 X 0 0 0 CHANDRA RODGERS DIRECTOR 1.00 X 0 0 0 ASHTON HENRY DIRECTOR 1.00 X 0 0 0 AMY MUEHLBAUER DIRECTOR 1.00 X 0 0 0 CAROL VOSS DIRECTOR 1.00 X 0 0 0 CHERYL MOORE DIRECTOR 1.00 X 0 0 0 ERIKA SANDER DIRECTOR 1.00 X 0 0 0 PAIGE HUNT DIRECTOR (FROM JUL 2024) 1.00 X 0 0 0 KOSANA STOJCEVIC DIRECTOR (FROM FEB 2024) 1.00 X 0 0 0 GRISELDA ALDRETE DIRECTOR (THRU FEB 2024) 1.00 X 0 0 0 LISA ATTONITO EXECUTIVE DIRECTOR 40.00 X 118180 0 37161 118180 0 37161 1 0 1 0 0 54875 464726 519601 143 143 5100 54875 23868 -18768 -18768 1883 1883 1883 502859 0 0 -16742 X 190618 190618 32000 32000 155341 86368 35261 33712 20024 11133 4545 4346 10705 5952 2430 2323 11200 11200 67376 15378 35302 16696 6810 2866 2825 1119 6945 3860 1578 1507 29764 16548 6757 6459 24413 13574 5542 5297 23117 21282 1540 295 150 84 34 32 2351 1307 534 510 MEMBERSHIP DUES 3405 3405 3102 115 2942 45 587321 401085 110490 75746 314442 326765 32448 32592 5322 0 21445 19284 36113 35566 697 547 3082511 3357568 3456865 3736756 14414 14188 161700 155000 0 4590 176114 173778 X 3229697 3475096 51054 87882 3280751 3562978 3456865 3736756 X -84462 366689 X 0 1 X 1 0 X 346908 490877 371552 389961 519601 2118899 346908 490877 371552 389961 519601 2118899 191771 1927128 10 8 30 150 143 341 2119240 38631 0.90930 0.94710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 3075011 50000 390956 141775 24124 3350068 2890231 15000 311369 118247 23342 3075011 3542401 -513227 113858 25085 2890231 3040072 101072 528130 102783 24090 3542401 2800662 2160 367828 100230 30348 3040072 1.00000 0.00000 0.00000 1 0 4200 4200 0 27818 27271 547 4095 4095 0 547 BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MILWAUKEE FOUNDATION 3350068 DEPOSITS 7500 3357568 884300 5774 366689 372463 511837 -8978 -8978 502859 602073 5774 8978 14752 587321 0 587321 PART IV, LINE 2B: THE WOMEN'S FUND OF GREATER MILWAUKEE, INC. ACTS AS A FISCAL AGENT OR ADMINISTRATOR FOR AFRICAN AMERICAN WOMEN'S FUND, VIV NICAUS (HMONG), DENIM DAY, LESBIAN WOMEN, LATINAS EN ACCION, AND WOMEN IN DESIGN GROUP. THERE WERE NO ESCROWED FUNDS AS OF DECEMBER 31, 2024. PART V, LINE 4: THE BOARD OF DIRECTORS HAS DESIGNATED A GENERAL ENDOWMENT FUND TO SUPPORT THE MISSION OF THE ORGANIZATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF THE BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MILWAUKEE FOUNDATION 366,689. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -8,978. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 8,978. WOMEN'S FUND PRESENTS 59975 54875 5100 3677 15210 4981 59975 54875 5100 3677 15210 4981 23868 -18768 1 MILWAUKEE FILM INC 1037 W MCKINLEY AVE MILWAUKEE WI 53205 263049630 501(C)(3) 50000 0 GENERAL SUPPORT CONVERGENCE RESOURCE CENTER 7961 N 76TH ST MILWAUKEE WI 53223 043698740 501(C)(3) 10000 0 GENERAL SUPPORT SHE SHOULD RUN 80 M STREET SE WASHINGTON DC 20003 204210843 501(C)(3) 25000 0 GENERAL SUPPORT MILWAUKEE COUNTY SERVICE CORPS INC 9600 W FLAGG AVE MILWAUKEE WI 53225 391680843 501(C)(3) 20000 0 GENERAL SUPPORT LEAGUE OF WOMEN VOTERS OF MILWAUKEE 6737 W WASHINGTON STREET SUITE 221 WEST ALLIS WI 53214 396096750 501(C)(3) 5500 0 GENERAL SUPPORT INDEPENDENCEFIRST 540 S 1ST ST MILWAUKEE WI 53204 462941274 501(C)(3) 10000 0 GENERAL SUPPORT MOUNT MARY UNIVERSITY 2900 N MENOMONEE RIVER PARKWAY MILWAUKEE WI 53222 390806154 501(C)(3) 10000 0 GENERAL SUPPORT SHERMAN PHOENIX FOUNDATION INC 3536 W FOND DU LAC AVENUE MILWAUKEE WI 53216 854125394 501(C)(3) 10000 0 GENERAL SUPPORT HOPE HOUSE OF MILWAUKEE INC 209 W ORCHARD ST MILWAUKEE WI 53204 391592900 501(C)(3) 8000 0 GENERAL SUPPORT LA CAUSA FOUNDATION INC 413 WEST SCOTT STREET MILWAUKEE WI 53204 812023746 501(C)(3) 8000 0 GENERAL SUPPORT SIXTEENTH STREET COMMUNITY HEALTH CENTERS INC 1337 S 16TH STREET 2ND FLOOR MILWAUKEE WI 53204 391180475 501(C)(3) 8000 0 GENERAL SUPPORT WOMEN'S FUND OF THE BLUE RIDGE INC 895 STATE FARM RD SUITE 404 BOONE NC 28607 261346239 501(C)(3) 5568 0 GENERAL SUPPORT ADVOCATE AURORA 2025 WINDSOR DRIVE OAK BROOK IL 60523 363297360 501(C)(3) 5500 0 GENERAL SUPPORT CORE EL CENTRO 130 W BRUCE ST STE 300 MILWAUKEE WI 53204 392042797 501(C)(3) 15000 0 GENERAL SUPPORT 14 0 SCHOLARSHIPS TO WOMEN OVER THE AGE OF 35 SEEKING TO COMPLETE DEGREE PROGRAMS AT SELECT COLLEGES AND UNIVERSITIES IN THE GREATER MILWAUKEE AREA 12 32000 PART I, LINE 2: THE WOMEN'S FUND MONITORS GRANTS ISSUED BY REQUIRING INTERIM AND FINAL FINANCIAL REPORTS DURING THE YEAR THE GRANT IS PROVIDED. FIELD INVESTIGATIONS ARE NOT REQUIRED, BUT ARE ALLOWABLE UNDER THE GRANTING AGREEEMENTS. X 0 0 0 0 0 0 0 0 0 LISA ATTONITO EXECUTIVE DIRECTOR 108180 0 10000 0 0 0 0 0 37161 0 155341 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS PROVIDED TO THE VOTING GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE DIRECTORS AND OFFICERS ARE REMINDED ANNUALLY TO CONSIDER AND DISCLOSE ANY CONFLICTS OF INTEREST. THE DIRECTORS ARE ONLY REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT AT THE BEGINNING OF EACH NEW TERM. ANY DIRECTOR HAVING DUALITY OF INTEREST OR CONFLICT OF INTEREST ON ANY MATTER SHALL ABSTAIN FROM VOTING ON THE MATTER AND SHALL NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE VOTE ON THE MATTER. IN ADDITION, HE OR SHE SHALL NOT USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, BUT MAY BRIEFLY STATE HIS OR HER POSITION ON THE MATTER AND MAY ANSWER PERTINENT QUESTIONS FROM OTHER DIRECTORS SINCE HIS OR HER KNOWLEDGE MAY BE OF GREAT ASSISTANCE. THE MINUTES OF THE MEETING INVOLVING ANY SUCH SITUATION SHALL REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, AND THE QUORUM SITUATION. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWS THE EXECUTIVE DIRECTOR'S SALARY ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 15,378. MANAGEMENT AND GENERAL EXPENSES 35,302. FUNDRAISING EXPENSES 16,696. TOTAL EXPENSES 67,376. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF THE BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MILWAUKEE FOUNDATION 366,689. FORM 990, PART V, LINE 2A WOMEN'S FUND OF GREATER MILWAUKEE, INC. LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYMENT ORGANIZATION, EMPOWER HR, LLC. THE EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF WOMEN'S FUND OF GREATER MILWAUKEE, INC., HOWEVER, EMPOWER HR, LLC IS THE EMPLOYER OF RECORD AND EMPLOYEES GET THEIR W2S FROM EMPOWER HR, LLC.